True Wealth Design, LLC Security National Financial Corp Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Security National Financial Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 1 shares of SNFCA stock, worth $8. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1Holding current value
$8% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SNFCA
# of Institutions
67Shares Held
10.3MCall Options Held
0Put Options Held
0-
Soltis Investment Advisors LLC St. George, UT2.55MShares$20.6 Million2.05% of portfolio
-
M3 F, Inc. Salt Lake City, UT2.12MShares$17.1 Million5.9% of portfolio
-
Vanguard Group Inc Valley Forge, PA747KShares$6.03 Million0.0% of portfolio
-
Lhm, Inc. Sandy, UT738KShares$5.96 Million2.41% of portfolio
-
Dimensional Fund Advisors LP Austin, TX732KShares$5.91 Million0.0% of portfolio
About SECURITY NATIONAL FINANCIAL CORP
- Ticker SNFCA
- Exchange NASDAQ
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 18,717,500
- Market Cap $151M
- Description
- Security National Financial Corporation engages in the life insurance, cemetery and mortuary, and mortgage businesses. The company's Life Insurance segment is involved in selling and servicing lines of life insurance, annuity products, and accident and health insurance. It offers various life insurance products, including funeral plans and inter...